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RDM CAPITAL ASSOCIATES INC
CRD 106941 · SEC 801-129856
263 BROAD ST, RED BANK, NJ, 07701, United States
Phone
732-576-1671
Fax
732-576-1674
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.5M
Discretionary AUM
$164.5M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $20.2M |
| High net worth individuals | 49 | $134.6M |
| Charitable organizations | 1 | $9.6M |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD